Ownership history in CIC Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 134,709 | -1,325 | -1.0% | 8.11% | $31.4M | $231.48 |
| 2024 Q2 | ADDED | 136,034 | +159 | +0.1% | 7.89% | $28.7M | $209.00 |
| 2024 Q1 | REDUCED | 135,875 | -5,842 | -4.1% | 6.78% | $23.3M | $169.93 |
| 2023 Q4 | ADDED | 141,717 | +5,107 | +3.7% | 8.65% | $27.3M | $190.55 |
| 2023 Q3 | REDUCED | 136,610 | -743 | -0.5% | 8.38% | $23.4M | $169.23 |
| 2023 Q2 | REDUCED | 137,353 | -4,561 | -3.2% | 9.21% | $26.6M | $191.46 |
| 2023 Q1 | REDUCED | 141,914 | -1,393 | -1.0% | 8.82% | $23.4M | $162.55 |
| 2022 Q4 | INITIATED | 143,307 | — | — | 7.69% | $18.6M | — |
As of 2025 Q4 — sorted by position size